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HBC Financial Services’s Wells Fargo WFC Stock Holding History

HBC Financial Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11
Closed – – 192
2021
Q3 		$0 Hold
11
– – ﹤0.01% 200
2021
Q2 		$0 Sell
11
-1,089
-99% -$48.6K ﹤0.01% 204
2021
Q1 		$46.2K Buy
+1,100
New +$38.9K 0.03% 70
2020
Q2 		– Sell
-250
Closed -$7K – 174
2020
Q1 		$7K Hold
250
– – 0.01% 123
2019
Q4 		$13K Buy
+250
New +$13.1K 0.01% 130

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

HBC Financial Services's WFC Position: Q4 2021 in Review

HBC Financial Services sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 11 shares.

HBC Financial Services first reported a position in WFC in Q4 2019 and held it in 5 quarters. The position peaked at $46.2K in Q1 2021. 2,072 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • HBC Financial Services reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • HBC Financial Services sold 11 Wells Fargo shares in Q4 2021.
  • HBC Financial Services first reported a position in Wells Fargo in Q4 2019 and held it in 5 quarters.
  • HBC Financial Services's Wells Fargo position peaked at $46.2K in Q1 2021.
  • 2,072 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on HBC Financial Services's 13F filing for Q4 2021, filed 28 Jan 2022.